Original filing (PDF)20250513075609NAL0017550609001

RENXTECH, LLC

Name: RENXTECH, LLC — RENXTECH, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RENXTECH, LLC

Form 5500

FILING_RECEIVED

RENXTECH, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late filing · 29.9 moNo recordkeeper disclosed

Active participants

110

Accounts w/ balance

153

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Filed 29.9 months past the 10.5-month grace window.
45 bps in Schedule C fees — 55% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENXTECH, LLC.

Plan sponsor

Name

RENXTECH, LLC

EIN

46-4722999

Address

8200 GREENSBOROR DR. · STE 1100 · MCLEAN, VA · 22102

Phone

(703) 535-5511

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-05-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

APRIO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE LIFE INSURANCE	31-4156830	—	NONE	$63K	—
UBS FINANCIAL SERVICES	—	WEEHAUKEN, NJ	NONE	—	—

Investments

31 direct securities· $13.9M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds 2040 Target Date Retirement Fund Mutual Fund NR	—	—	—	$2.1M	15.1%
American Funds 2050 Target Date Retirement Fund Mutual Fund NR	—	—	—	$2.0M	14.1%
Vanguard 500 Index Fund Mutual Fund NR	—	—	—	$1.6M	11.3%
American Funds 2045 Target Date Retirement Fund Mutual Fund NR	—	—	—	$1.5M	10.8%
American Funds 2055 Target Date Retirement Fund Mutual Fund NR	—	—	—	$1.1M	7.5%
American Funds 2060 Target Date Retirement Fund Mutual Fund NR	—	—	—	$952K	6.7%
American Funds 2010 Target Date Retirement Fund Mutual Fund NR	—	—	—	$582K	4.1%
Columbia Dividend Income Fund Mutual Fund NR	—	—	—	$499K	3.5%
ClearBridge Large Cap Growth Fund Mutual Fund NR	—	—	—	$484K	3.4%
MFS Mid Cap Growth Fund Mutual Fund NR	—	—	—	$408K	2.9%
American Funds 2030 Target Date Retirement Fund Mutual Fund NR	—	—	—	$379K	2.7%
American Funds The Growth Fund of America Fund Mutual Fund NR	—	—	—	$329K	2.3%
American Funds 2025 Target Date Retirement Fund Mutual Fund NR	—	—	—	$319K	2.3%
American Funds New World Fund Mutual Fund NR	—	—	—	$176K	1.2%
Various, bearing interest from * Participant loans 4.25%-6.50% -	—	—	—	$175K	1.2%
American Funds American Balanced Fund Mutual Fund NR	—	—	—	$160K	1.1%
Nationwide Fixed Select Account Fixed Annuity Contract NR	—	—	—	$157K	1.1%
American Funds 2035 Target Date Retirement Fund Mutual Fund NR	—	—	—	$155K	1.1%
Vanguard Small-Cap Index Fund Mutual Fund NR	—	—	—	$141K	1.0%
JPMorgan Mid Cap Value Fund Mutual Fund NR	—	—	—	$134K	1.0%
Janus Henderson Triton Fund Mutual Fund NR	—	—	—	$103K	0.7%
Guggenheim Total Return Bond Fund Mutual Fund NR	—	—	—	$99K	0.7%
JPMorgan Equity Income Fund Mutual Fund NR	—	—	—	$87K	0.6%
American Funds 2020 Target Date Retirement Fund Mutual Fund NR	—	—	—	$84K	0.6%
Vanguard Total Stock Market Index Fund Mutual Fund NR	—	—	—	$80K	0.6%
Vanguard Total Bond Market Index Fund Mutual Fund NR	—	—	—	$22K	0.2%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund NR	—	—	—	$22K	0.2%
Federated Hermes Institutional High Yield Bond Fund Mutual Fund NR	—	—	—	$20K	0.1%
MFS International Diversification Fund Mutual Fund NR	—	—	—	$13K	<0.1%
MFS Total Return Fund Mutual Fund NR	—	—	—	$8K	<0.1%
Lord Abbett High Yield Fund Mutual Fund NR	—	—	—	$8K	<0.1%